13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001691919
申報總市值
US$14.8億
US$14.8億
133 檔
69.7%
根據最新整理的 13F 季度數據集，Symmetry Investments LP 於 Q4 2024 結束時的管理資產規模為 US$14.8億。該機構在本季度申報了 133 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2024 的申報異動，Symmetry Investments LP 採取了強勁的買進策略，建倉與加碼動作（合計 105 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Symmetry Investments LP 的前 5 大持股（包含 IBIT, HES, WFC）貢獻了組合市值的 69.7%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 35.03% | -0.06% | +3605.79% | |
| 2 | HES | Hess CORP | 股票-其他 | 9.57% | — | +154.15% | |
| 3 | WFC | Wells Fargo & Co | 股票-金融 | 3.45% | — | — | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.15% | -3.54% | +512.08% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.48% | — | +67.28% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.25% | — | +259.40% | |
| 7 | UNP | Union Pacific CORP | 股票-工業 | 1.87% | -7.52% | +1610.72% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.77% | -1.48% | -32.12% | |
| 9 | CVNA | Carvana Co | 股票-循環性消費 | 1.49% | — | +261.83% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 1.48% | +0.37% | NEW | |
| 11 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 1.44% | — | — | |
| 12 | NU | Nu Holdings Ltd. | 股票-金融 | 1.43% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | — | +258.40% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.33% | — | — | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.20% | — | +515.66% | |
| 16 | DELL | Dell Technologies -c | 股票-科技 | 1.15% | -0.42% | +3459.04% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.13% | +0.25% | NEW | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | -1.74% | +89.66% | |
| 19 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.06% | — | +177.41% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.04% | -0.14% | EXIT | |
| 21 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.02% | — | +557.81% | |
| 22 | WDC | Western Digital CORP | 股票-科技 | 0.91% | +0.10% | NEW | |
| 23 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 0.91% | -1.41% | +52.50% | |
| 24 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.89% | — | — | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 0.83% | +0.04% | +62.36% | |
| 26 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.83% | -0.07% | EXIT | |
| 27 | TDG | Transdigm Group Inc | 股票-工業 | 0.76% | — | +66.43% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | -1.51% | -76.55% | |
| 29 | CRH | CRH plc | 股票-原物料 | 0.69% | — | — | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | — | — | |
| 31 | DE | Deere & Co | 股票-工業 | 0.62% | — | +535.83% | |
| 32 | AR | Antero Resources CORP | 股票-能源 | 0.60% | — | — | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.55% | — | +116.92% | |
| 34 | APP | Applovin Corp-class A | 股票-科技 | 0.53% | — | — | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.49% | -3.31% | — | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.47% | — | — | |
| 37 | XYZ | Block Inc | 股票-金融 | 0.45% | — | — | |
| 38 | SPHR | Sphere Entertainment Co | 股票-通訊服務 | 0.45% | -0.20% | -32.78% | |
| 39 | WRBY | Warby Parker Inc-class A | 股票-其他 | 0.45% | — | — | |
| 40 | EQT | Eqt CORP | 股票-能源 | 0.44% | — | — | |
| 41 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.42% | +3.03% | +744.17% | |
| 42 | ON | On Semiconductor | 股票-科技 | 0.42% | +0.02% | NEW | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.41% | -1.92% | -21.52% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | — | -7.69% | |
| 45 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.38% | — | — | |
| 46 | AAPL | Apple Inc | 股票-科技 | 0.37% | — | +15.70% | |
| 47 | FWONA | Liberty Media Corp-formula-a | 股票-其他 | 0.36% | -0.11% | +18.59% | |
| 48 | MRVL | Marvell Technology Inc | 股票-科技 | 0.32% | +0.10% | NEW | |
| 49 | URI | United Rentals Inc | 股票-工業 | 0.29% | — | +107.33% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.29% | — | -84.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +33.3% | +3605.79% | 加碼 |
| 2 | WFC | Wells Fargo & Co | +3.5% | NEW | 新建倉 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.9% | +512.08% | 加碼 |
| 4 | UNP | Union Pacific CORP | +1.6% | +1610.72% | 加碼 |
| 5 | ANET | Arista Networks Inc | +1.5% | NEW | 新建倉 |
| 6 | BBVA | Banco Bilbao Vizcaya-sp Adr | +1.4% | NEW | 新建倉 |
| 7 | NU | Nu Holdings Ltd. | +1.4% | NEW | 新建倉 |
| 8 | AVGO | Broadcom Inc | +1.3% | NEW | 新建倉 |
| 9 | DELL | Dell Technologies -c | +1.1% | +3459.04% | 加碼 |
| 10 | WMT | Walmart Inc | +1% | NEW | 新建倉 |
| 11 | JD | Jd.com Inc-adr | +0.9% | NEW | 新建倉 |
| 12 | CCL1EUR | Carnival CORP LTD | +0.8% | NEW | 新建倉 |
| 13 | CRH | CRH plc | +0.7% | NEW | 新建倉 |
| 14 | MA | Mastercard Inc - A | +0.7% | NEW | 新建倉 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +259.40% | 加碼 |
| 16 | AR | Antero Resources CORP | +0.6% | NEW | 新建倉 |
| 17 | UNH | Unitedhealth Group Inc | +0.6% | +515.66% | 加碼 |
| 18 | RACE | Ferrari N.V. | +0.6% | +557.81% | 加碼 |
| 19 | CVNA | Carvana Co | +0.5% | +261.83% | 加碼 |
| 20 | APP | Applovin Corp-class A | +0.5% | NEW | 新建倉 |
| 21 | BA | Boeing Co/the | +0.5% | NEW | 新建倉 |
| 22 | IGV | Ishares Expanded Tech-softwa | +0.5% | NEW | 新建倉 |
| 23 | XYZ | Block Inc | +0.5% | NEW | 新建倉 |
| 24 | WRBY | Warby Parker Inc-class A | +0.5% | NEW | 新建倉 |
| 25 | EQT | Eqt CORP | +0.4% | NEW | 新建倉 |
| 26 | ON | On Semiconductor | +0.4% | NEW | 新建倉 |
| 27 | CVS | Cvs Health CORP | +0.4% | NEW | 新建倉 |
| 28 | META | Meta Platforms Inc-class A | +0.4% | +258.40% | 加碼 |
| 29 | DE | Deere & Co | +0.4% | +535.83% | 加碼 |
| 30 | GOOGL | Alphabet Inc-cl A | +0.3% | +239.22% | 加碼 |
| 31 | LITE | Lumentum Holdings Inc | +0.3% | +744.17% | 加碼 |
| 32 | TER | Teradyne Inc | +0.3% | NEW | 新建倉 |
| 33 | CMG | Chipotle Mexican Grill Inc | +0.2% | NEW | 新建倉 |
| 34 | INTC | Intel CORP | +0.2% | NEW | 新建倉 |
| 35 | CLS | Celestica Inc | +0.2% | NEW | 新建倉 |
| 36 | CRM | Salesforce Inc | +0.2% | NEW | 新建倉 |
| 37 | KMI | Kinder Morgan, Inc. | +0.2% | NEW | 新建倉 |
| 38 | DFSEUR | Discover Financial Services | +0.2% | NEW | 新建倉 |
| 39 | AS | Amer Sports, Inc. | +0.2% | NEW | 新建倉 |
| 40 | DECK | Deckers Outdoor CORP | +0.2% | NEW | 新建倉 |
| 41 | RGTI | Rigetti Computing Inc | +0.2% | NEW | 新建倉 |
| 42 | APH | Amphenol Corp-cl A | +0.2% | NEW | 新建倉 |
| 43 | SPOT | Spotify Technology S.A. | +0.1% | +386.36% | 加碼 |
| 44 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | 新建倉 |
| 45 | VNET | Vnet Group Inc-adr | +0.1% | NEW | 新建倉 |
| 46 | LNG | Cheniere Energy Inc | +0.1% | NEW | 新建倉 |
| 47 | XLF | Ss Financial Select Sector | +0.1% | NEW | 新建倉 |
| 48 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | 新建倉 |
| 49 | CTRA | Coterra Energy Inc | +0.1% | NEW | 新建倉 |
| 50 | IBKR | Interactive Brokers Gro-cl A | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Symmetry Investments LP 在 Q4 2024 季度的美股持倉總市值約為 US$14.8億，共申報了 133 個公開持股部位。
在 Q4 2024 季度，Symmetry Investments LP 按市值排列的前三大核心持股分別為：IBIT (35.0%)、HES (9.6%)、WFC (3.5%)。其中最大持股部位 IBIT 佔據整體投資組合約 35.0% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
WFC
市值: US$6627.0萬
本季最大獲利了結 / 清倉標的
ASML
前期市值: US$3349.8萬
在 Q4 2024 季度中，Symmetry Investments LP 共進行了 169 項持倉異動，包含新建倉 73 個部位、加碼 32 個部位、減碼 25 個部位以及清倉 39 個部位。 其中最大新建倉標的為 WFC。 本季清倉部位包含 ASML。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。